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Weekday news and analysis for retirement plan advisers
Wednesday, January 15, 2025
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John Hancock Retirement Announces Partnership With Vestwell
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Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.
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Advisers Giving Back: Kristi Baker
The plan adviser discusses her work to help create a university-like program for adults with intellectual and development needs.
Today’s Most Read
1. Answering Questions About SECURE 2.0 Catch-Up Provisions
2. Income Target-Funds Reach $22B in Assets in 2024
3. DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
SEC Fines 12 Firms $63M for Failing to Maintain Proper Electronic Records
The SEC has charged nine investment advisers and three broker/dealers for violations of federal recordkeeping laws.
Q&A: Seeking a More Perfect TDF
Philip Chao discusses his near-10-year path to creating a personalized target-date fund investment option for plan sponsors.
Friday Deadline: Nominate a Plan Adviser of the Year
In addition to efforts in client service, the PLANADVISER Retirement Plan Adviser of the Year awards recognize plan advisers who have demonstrated leadership and a commitment to excellence in mentoring junior staff; improving diversity, equity and inclusion in the industry; and encouraging broader plan access via startup, multiple or pooled employer plans. If you know an adviser who is doing great work in one of these areas, fill out our short nomination form today for the 2025 awards. The deadline is January 10.
Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
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